A better starting point.
Useful working documents for sales imports, review decisions and the end-of-period handover. Blank files and filled examples.
A sales CSV you can actually import
Download a blank itemised sales CSV and a tested three-row example with a service, retail sale and signed refund. Includes field mapping instructions.
Working files · 5 min readKeep staff rates with the dates that explain them
A blank staff rate register and fictional example recording stable identifiers, service and retail percentages, effective dates and supporting evidence.
Working files · 5 min readWrite down the decisions behind the percentage
An operational commission decisions worksheet covering basis, period dates, categories, refunds and rounding, with a blank CSV and fictional completed example.
Working files · 5 min readA refund log that leads back to the sale
Record the original sale, signed refund, supplied tax, rate, calculated adjustment and review evidence in a blank CSV or fictional partial-refund example.
Working files · 5 min readRecord which duplicate candidate you kept, and why
A duplicate review CSV connecting both candidate rows, source files, matching fields and the retained or excluded decision, with a fictional overlap example.
Working files · 5 min readA dated record for a change in commission rate
Download a rate-change CSV recording old and new percentages, effective dates, affected periods, evidence and a same-basis dollar comparison.
Working files · 5 min readA blank checklist for the next commission close
A reusable commission close CSV with evidence, reviewer, status and open-action fields, plus a fictional example that deliberately leaves one check unresolved.
Working files · 5 min readA commission statement that can be traced line by line
Download a blank commission worksheet and a fictional $43.00 statement with source references, signed sales, tax basis, rates and line calculations.
Working files · 5 min readA cover sheet for a commission handover
A blank handover manifest and fictional completed pack listing source, detail, summary, decisions, assumptions and backup records with clear reconciliation checks.
Working files · 5 min readKnow which report a commission period came from
Record source system, report name, export timestamp, date basis, filters, row count, totals and storage reference in a downloadable source report register.
Working files · 5 min readExplain the difference between reported and calculated commission
A commission variance CSV with expected and source amounts, a consistent signed difference, supporting evidence and a fictional refund discrepancy.
Working files · 5 min readA backup register that records the restore check
Track backup filenames, workspace coverage, storage locations, revisions and actual restore-check results with a blank CSV and a clearly fictional example.
Working files · 5 min read